Personal Banking - Brokerage Services
<< personal banking homeAt HEARTLAND Financial Services, we are committed to offering our customers the most comprehensive financial services in the industry. Full service brokerage and internet brokerage trading are available through PrimeVest Financial Services. Our PrimeVest Investment Executive, Kris Daniels can be reached at (800) 720-5848, option 4, or on the web at kris.daniels@primevest.com
Our Investment Representatives are interested in your financial future. They believe listening to your needs and working with you to build a financial plan is their most important responsibility. They are comfortable discussing financial strategies and features of investment products with you in language that fits your level of experience. Call today to set up your initial consultation.
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HEARTLAND Financial Services is located at all of our HEARTLAND Community Bank branch locations in order to enhance the range of services available to our customers.
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Securities and insurance products offered by PrimeVest are not FDIC insured. There is no financial institution guarantee. Your account may lose value. Not a deposit, Not insured by any federal government agency.
PrimeVest Financial Services, Inc. is an independent, registered broker/dealer. Member NASD/SIPC.
Investment Representatives are registered to conduct securities business and are licensed to conduct insurance business in certain states. Response to or contact with residents of other states will only be made upon compliance with applicable registration and licensing requirements.
Life insurance and fixed annuities are products of, and are guaranteed, underwritten, and issued exclusively by insurance companies. There may be additional charges for early withdrawal. There may be a 10% IRA penalty if funds are withdrawn before you reach the age of 59 1/2.
The information in this web site is for U.S. residents only. The information on this web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
back to topNot insured by the FDIC;
Not deposits or other obligations of the Bank and are not guaranteed by the Bank;
Subject to investment risks, including possible loss of the principal invested.